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Disclosery

Gibbs Wealth Management: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gibbs Wealth Management on BIL, newest first. How the timeline and the estimate are built.

Gibbs Wealth Management held 100,526 BIL shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 100,526 shares
    Change vs previous 13F +30,526 shares

    1.21% of the 13F portfolio, value $9,212,252.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 70,000 shares
    Change vs previous 13F +3,152 shares

    1.55% of the 13F portfolio, value $6,402,917.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 66,848 shares
    Change vs previous 13F -7,524 shares

    1.39% of the 13F portfolio, value $6,133,317.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 74,372 shares
    Change vs previous 13F +60,264 shares

    1.31% of the 13F portfolio, value $6,822,210.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 14,108 shares
    Change vs previous 13F -343 shares

    0.31% of the 13F portfolio, value $1,294,134.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 14,451 shares
    Change vs previous 13F +6,357 shares

    0.36% of the 13F portfolio, value $1,321,255.

    13F-HR 0002085853-25-000229 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 8,094 shares
    Change vs previous 13F -1,087 shares

    0.24% of the 13F portfolio, value $743,146.

    13F-HR 0002085853-25-000228 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 9,181 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $842,593.

    13F-HR 0002085853-25-000227 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).